JWA
GPMT

JFS Wealth Advisors’s Granite Point Mortgage Trust GPMT Stock Holding History

JFS Wealth Advisors’s Portfolio GPMT Stock Details GPMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33
Closed -$158 – 2012
2024
Q1 		$158 Sell
33
-271
-89% -$1.41K ﹤0.01% 1909
2023
Q4 		$1.81K Buy
+304
New +$1.53K ﹤0.01% 1481

Other funds holding GPMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JFS Wealth Advisors's GPMT Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Granite Point Mortgage Trust (GPMT) in Q2 2024, closing a stake of 33 shares — an estimated $158 sold.

JFS Wealth Advisors first reported a position in GPMT in Q4 2023 and held it in 2 quarters. The position peaked at $1.81K in Q4 2023. 126 funds tracked by Wall St. Rank hold GPMT as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Granite Point Mortgage Trust position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 33 Granite Point Mortgage Trust shares in Q2 2024, an estimated $158.
  • JFS Wealth Advisors first reported a position in Granite Point Mortgage Trust in Q4 2023 and held it in 2 quarters.
  • JFS Wealth Advisors's Granite Point Mortgage Trust position peaked at $1.81K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Granite Point Mortgage Trust as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.